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S&P Global
SPGI

Overview Fund Activity

2,049 hedge funds and large institutions have $133B invested in S&P Global in 2025 Q1 according to their latest regulatory filings, with 191 funds opening new positions, 804 increasing their positions, 757 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,049
Holders Change
+37
Holders Change %
+1.84%
% of All Funds
27.83%
Holding in Top 10
71
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+4.41%
% of All Funds
0.96%
New
191
Increased
804
Reduced
757
Closed
119
Calls
$787M
Puts
$622M
Net Calls
+$165M
Net Calls Change
+$47M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$827M
2
BlackRock
BlackRock
New York
+$386M
3
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management
Japan
+$341M
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$312M
5
BI
BlueSpruce Investments
Illinois
+$213M

Top Sellers

1
Capital International Investors
Capital International Investors
California
-$1.52B
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$683M
3
Edgewood Management
Edgewood Management
Connecticut
-$454M
4
Citigroup
Citigroup
New York
-$285M
5
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
1851
Asset Dedication LLC
California
$87.9K +$9.65K +19 +12%
WPA
1852
West Paces Advisors
Georgia
$86.4K -$4.07K -8 -4%
JGIA
1853
Jackson Grant Investment Advisers
Connecticut
$85.4K – – –
FPF
1854
First Pacific Financial
Washington
$82.5K +$47.4K +93 +135%
VFM
1855
Vision Financial Markets
Connecticut
$79.3K – – –
AWM
1856
Atticus Wealth Management
Florida
$78.2K – – –
JWA
1857
JFS Wealth Advisors
Pennsylvania
$77.7K -$5.08K -10 -6%
CCM
1858
Chilton Capital Management
Texas
$76.2K -$132K -259 -63%
AFG
1859
Albion Financial Group
Utah
$76.2K – – –
CYG
1860
Clean Yield Group
Vermont
$74.2K – – –
ITIM
1861
Indiana Trust & Investment Management
Indiana
$73.7K – – –
AIC
1862
Archer Investment Corporation
Indiana
$71.5K +$6.59K +13 +10%
NC
1863
NewSquare Capital
Pennsylvania
$68.6K +$61.5K +121 +864%
MHR
1864
Matthew Hamilton Rosenberg
$68.1K -$5.59K -11 -8%
AW
1865
Avion Wealth
Texas
$67K – – –
GA
1866
GoalVest Advisory
New York
$66.1K +$508 +1 +0.8%
EWP
1867
Elevation Wealth Partners
California
$66.1K – – –
DIP
1868
DT Investment Partners
Pennsylvania
$65.5K – – –
FFO
1869
Fortitude Family Office
Arizona
$64.5K -$16.3K -32 -20%
MFC
1870
Mechanics Financial Corp
Ohio
$63.5K +$63.5K +125 New
SCB
1871
Saudi Central Bank
Saudi Arabia
$63.5K +$63.5K +125 New
FFA
1872
Frazier Financial Advisors
Ohio
$62.6K +$25.4K +50 +68%
MA
1873
MCF Advisors
Kentucky
$62.1K -$5.09K -10 -8%
CT
1874
Clearstead Trust
Maine
$60K – – –
VNA
1875
Valley National Advisers
Pennsylvania
$58K +$40.2K +81 +225%
73 74
75
76 77